Adding a Document Template to Clean Claims for Signature Capture V3
Paul Silliman
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11 steps
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2 minutes
Cleanclaims
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Navigate to [https://app.cleanclaims.com/](https://app.staging.cleanclaims.com/)
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Click "Admin"
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Click "Project Configuration"
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Click "Documents"
This will be your new documents management page. We will go through a few key highlights for setting up a new document. In another training walkthrough we will provide details on how to migrate existing documents.
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To Add a document Click "Add new document"
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Click Document Type and Select the Appropriate Document Type from the Dropdown menu
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Enter a **Name** for the Document. This should be something that can be easily recognized throughout the system
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To make the document active within all projects, you will need to check "Active". If you need to capture a signature on this document, you will need to check "Require signature or other response."
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Select the Timing you would prefer to capture a signature. There are now 3 options available. 1. Sales Call 1. This document will be available during the Legal Review section in the Sales Call process 2. On Project Completion 1. This document will be available once a project has been completed and is set for review 3. Anytime 1. This document can be signed through the Project Actions tab at any given time in the project.
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Click "Upload PDF" and select your PDF Document
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Click "Save" to complete adding the document as a template.
